Идеи
Programmable store of value like Bitcoin.
Ethereum is an internet-native store of value, similar to Bitcoin, with seizure resistance, easy transferability, subdivision, and global liquidity. It is programmable, hosts stablecoin volume, and the global financial system will likely be built on Ethereum. ETH behaves like a store of value and its properties check all the boxes.
Underappreciated retail and consumer L1 ecosystem.
Solana is a high-throughput chain with fast settlement, a robust retail and consumer ecosystem, excellent talent and builders (e.g., Ellipses Labs, Phantom wallet), and low-cost L1 infrastructure. It can be quite valuable as a user/retail ecosystem even if it does not become a store of value, and is unfairly beaten down in the bear market.
Agentic AI and cross-chain intent infrastructure.
Near has built a distributed cross-chain intent system (Near Intents) with real traction, a confidential compute layer for trusted execution, and an infrastructure designed agentic-first. It has zero downtime in five years, strong technical founders (Transformer paper author), and is ahead of the curve for an agentic economy.
This Milk Road Macro video, published August 09, 2026,
features Avichal Garg
discussing ETH, SOL, NEAR.
3 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avichal Garg
· Tickers:
ETH,
SOL,
NEAR